--- title: "Review and Edit a Roleplay Agent" url: "https://help.outdoo.ai/en/article/review-and-edit-a-roleplay-agent" language: "en" last_updated: "2026-11-10T16:29:40.514Z" --- # Review and Edit a Roleplay Agent Every single-persona roleplay agent has a details page. It shows the agent's settings in read-only cards, and the header holds the actions you use to save, test and publish it. Use it after you create an agent, and any time you change one. ## Open the details page Go to **Practice > Roleplay Agents** and open an agent. The page also opens right after you create an agent with AI. Multi-Persona agents have their own page. See [Manage Personas and Versions in a Multi-Persona Agent](https://help.outdoo.ai/en/article/manage-personas-and-versions-in-a-multi-persona-agent). ## The header The header shows the agent's name (or "Untitled Agent") and a status badge: - **New · Not Saved Yet**: the agent has no draft yet. - **Draft**: a saved draft that your team can't see yet. - **Published**: the live version. - **Draft · Unsaved Changes** or **Published · Unsaved Changes**: you changed something that is not saved. The header has four buttons: - **Edit Agent** opens the full editor. - **Save Draft** saves your changes as a draft. Your team won't see a draft until you publish it. It is available only when there are unsaved changes and a Roleplay Type is selected. - **Try Out Agent** starts a practice session with the agent. It is available only when the agent has a saved draft, a Roleplay Type, and no unsaved changes. Save your draft first. - **Publish** makes the agent available to your team. It needs a saved draft and a Roleplay Type. Publish also saves your current changes first. Publish is blocked until the agent has a scorecard. If none is selected, you see "Select a scorecard before publishing this agent." Choose one in the **Scorecard** section. ## What the page shows The left side holds read-only cards. Each card has an edit button that opens the editor at that section. - A summary card with the avatar, name, title, company, Scenario, Behavior and Scorecard, plus **Folder** and **Tags** pickers. - **Basics**: Format, Roleplay Type, Scenario, Mode, Instructions for Team Members and Advanced Settings. - **Persona**: Voice, Greeting Line, Personality, Background and Interests, and Behavior. - **Agent Context & Guidance**: AI Agent Knowledge, Priorities, Objections and Opinions. - **Company Details**, hidden for B2C workspaces. - **Scorecard**, with the number of objectives. - **During the Call**, hidden for B2C workspaces. It shows what team members see next to the call. The right side holds the **Fine-Tune with AI** panel. See [Fine-Tune a Roleplay Agent with AI](https://help.outdoo.ai/en/article/fine-tune-a-roleplay-agent-with-ai). ## Edit an agent ### 1\. Open the editor Click **Edit Agent**, or click the edit button on any card. ### 2\. Work through the sections A **Sections** list on the left shows "n of N required sections done" and a progress bar. A check mark appears next to each finished required section. Incomplete sections show how many required fields are left. The sections are: - **Basics** (required): how the roleplay runs, and what the team member reads before the call. It holds Format (**Full Conversation** or **Micro-Learning**), Roleplay Type, Scenario, Mode (**Voice**, **Chat**, **In Person** or **Video**) and Instructions for Team Members. - **Target Skill** (required, only for Micro-Learning). - **Persona** (required): who the team member talks to, how they open the call, and how they behave. Behavior is set here. - **Priorities and Objections** (optional). - **Company Details** (optional, hidden for B2C workspaces). - **Scorecard** (required): how team members are scored after the roleplay. - **Team Member View**: choose what team members see before they start. The Roleplay Type is locked once the agent exists. ### 3\. Save or publish The editor header has its own **Save Draft** and **Publish** buttons. They work the same way as the buttons on the details page. Click **Close** to go back to the details page. ## Try out your agent Click **Try Out Agent** to run a real practice session as a draft. When the call ends, a **Try Out Feedback** box asks "What should change about this agent?" Describe the change and submit it to send it to Fine-Tune with AI. Hope this article was helpful. For any queries, please write to support@outdoo.ai ## Related articles - [Fine-Tune a Roleplay Agent with AI](https://help.outdoo.ai/en/article/fine-tune-a-roleplay-agent-with-ai) - [Create a Roleplay Agent from a Prompt](https://help.outdoo.ai/en/article/create-a-roleplay-agent-from-a-prompt) - [Create Variations of a Roleplay Agent](https://help.outdoo.ai/en/article/create-variations-of-a-roleplay-agent) - [Manage Scenarios](https://help.outdoo.ai/en/article/manage-scenarios)